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Navigoe Wealth Management’s Chevron CVX Stock Holding History

Navigoe Wealth Management’s Portfolio CVX Stock Details CVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$75K Buy
455
+238
+110% +$44.3K 0.04% 75
2026
Q1 		$44K Hold
217
– – 0.03% 79
2025
Q4 		$33K Hold
217
– – 0.02% 92
2025
Q3 		$33K Sell
217
-17
-7% -$2.63K 0.02% 90
2025
Q2 		$33K Hold
234
– – 0.02% 77
2025
Q1 		$39K Hold
234
– – 0.03% 70
2024
Q4 		$33K Buy
+234
New +$35.8K 0.03% 74

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Navigoe Wealth Management's CVX Position: Q2 2026 in Review

Navigoe Wealth Management increased its Chevron (CVX) stake by 110% in Q2 2026, buying an estimated $44.3K and bringing the position to 455 shares worth $75K. The position accounts for 0.04% of the portfolio, ranked #75.

Navigoe Wealth Management first reported a position in CVX in Q4 2024 and has held it in 7 quarters since. 2,286 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Navigoe Wealth Management held 455 shares of Chevron worth $75K as of Q2 2026.
  • Navigoe Wealth Management bought 238 Chevron shares in Q2 2026, an estimated $44.3K.
  • Chevron made up 0.04% of Navigoe Wealth Management's portfolio in Q2 2026, its #75 holding.
  • Navigoe Wealth Management first reported a position in Chevron in Q4 2024 and has held it in 7 quarters since.
  • 2,286 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Navigoe Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.